2024 Summit Schedule

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Elevate | How to Talk About AI: How to Answer Your Organization's Call for AI with Practical Applications and Realistic Strategies

Josh Birkholz, Char Harner, Wayne Combs, Ben Storck

Prospect Management Workshop | Transforming Prospect Management with Innovative Tools

Carrick Davis

Data Analytics & Business Intelligence Workshop | The Future of Business Intelligence: Tools, Techniques, and Trends

Mark Walcott, Dwight. D Dozier

Gift Administration Workshop | One Size Does Not Fit All

Sabre Leek, Amy Philips

6:00 PM – 8:00 PM 

New Orleans Cooking School

Pre-Registration Required
Meet at 5:30 PM

Welcome and Conference Kick-Off 

Keynote: Unlock What's Possible: Understanding Change to be a More Influential Leader

Melina Palmer, CEO of The Brainy Business

Breakout Session A

Breakout 1A: Inclusive Data - One Institution's Exercise | Organizational Development

Joel Clasemann

Breakout 2A: There's Only One Way to Eat An Elephant - Gift Operations and the CRM Conversion | Technology and Innovation in Advancement

Emily Konisky

Breakout 3A: Start Stop Continue Accelerate Defer with Duke: A Design Thinking Playbook for Collaboration | Leadership and Professional Development

Breakout 4A: The Wheels on the Bus: Using Data & Process to Drive a Public-Phase Campaign Prospect Pipeline | Data-Driven Advancement Strategies

Nicole Szydlo, Wendy Saam, Elaine Hooker

Breakout 5A: Focus on the Outcome: A Philosophical Approach to Process Improvement through CRM Replacement | Strategic Planning and Fundraising Best Practices

Riley Jordan, Robyn Doughty

Breakout 6A: Toledo's Transformation: How the University of Toledo Foundation is finding success with Salesforce and ascend

Shane Sugino, Barb Fischer

Breakout Session B

Breakout 1B: Creating a Comprehensive Donor Engagement Program: A Vision Becomes a Reality | Organizational Development

Mary Carole Starke, Josem Diaz

Breakout 2B: Forms and Automation: A Mini Workshop on Creating and Automating Forms Using Microsoft Forms, SharePoint, and Power Automate | Technology and Innovation in Advancement

Jianell Present

Breakout 3B: Achieving Excellence in Advancement: Key Takeaways from Operations Transformation | Leadership and Professional Development

Jennifer Walker, Anida Ho, Stace Mercier, Marylyn West

Breakout 4B: Data Quality Myth Busters: Taking Control of Your Data Story | Data-Driven Advancement Strategies

Christina DeVries, Cheryl Ann Cerny

Breakout 5B: Strategic Measurement for Team Productivity and Impact: Prospect Research & Prospect Manager Scorecards | Strategic Planning and Fundraising Best Practices

Prisca Zaccaria, Derek Clark

Breakout 6B: From Overwhelmed to Empowered: Streamlining Advancement Operations

Kushal Dasgupta, Sean Shappell, Caroline Chang, Barb Fischer

Breakout Session C

Breakout 1C: Data for the Data People: Metrics, KPIs, and OKRs for Advancement Services | Organizational Development

Mark Longo

Breakout 2C: How to Use a Program Strategy to Guide Key Technology Investments | Technology and Innovation in Advancement

Joseph Lanasa, Ruby Liu, Mike Davis

Breakout 3C: How to Decide: Make Big Decisions Easier | Leadership and Professional Development

Kate Nimety

Breakout 4C: Capturing Engagement: How Duke Defined, Stored, and Began Reporting on Data Related to Alumni Engagement | Data-Driven Advancement Strategies

Ian Conlon, Caitlin Shaw

Breakout 5C: The 70th Anniversary of Matching Gifts | Strategic Planning and Fundraising Best Practices

Amy Phillips

Breakout 6C: From Data to Donations: How Responsible AI Boosts Nonprofit Fundraising

Elisabeth Walker

Breakout Session D

Breakout 1D: Right-Sizing Your CRM Change Management Program | Organizational Development

Anida Ho, Sarah Cleveland, Tim Jones, Jeffrey Wat

Breakout 2D: Don't Get Comfortable - Innovating in Higher Education Advancement | Technology and Innovation in Advancement

Maggie Farrell, Samira Malik

Breakout 3D: "I Want To Be a Consultant When I Grow Up!" Said No One, Ever - A Panel Discussion with Consultants | Leadership and Professional Development

Vered Siegel, Becky Frantz, Jenny Jones, Liz Murray

Breakout 4D: Tagging Interests and Initiatives Across CRM Contexts | Data-Driven Advancement Strategies

Tom Scarlett, Lisa Carter

Breakout 5D: Reshaping Fundraising Data Storage?: Changing Perspectives on Keeping Data in an Age of Breaches | Strategic Planning and Fundraising Best Practices

Bill Connors, Isaac Shalev

Breakout 6D: Cultivating Data Culture: Implementing Future-Proof Strategies for Lasting Impact

Reed Tyler

Time

Event 

8:30 AM – 5:30 PM

Registration Desk Open

8:30 AM– 9:30 AM

Continental Breakfast 

9:30 AM – 10:30 AM

Breakout Session E

Breakout 1E: How Are You Doing on a Scale from Good to Great? The Science of Surveys in Advancement | Organizational Development

Jon Kingzette

Breakout 2E: Revolutionizing Advancement Services: Streamlining Gift Processing in the Virtual Age | Technology and Innovation in Advancement

Becky Balber, Kate Van Dyck-Oxford

Breakout 3E: Navigating Your Career Ladder in Advancement – Laissez les bon temps rouler! | Leadership and Professional Development

Vicky Medlock, Tom Chaves, Wayne Combs, Shomari White

Breakout 4E: Growing Your Prospect Operations and Development Team: Highlighting Key Ways to Advocate For Your Team and Increase Your Value For Your Organization | Data-Driven Advancement Strategies

Debbie Mayeroff, Seth Newman

Breakout 5E: Navigating your Horizon: 5 Strategies for Balancing Short-Term Wins with Long-Term Vision | Strategic Planning and Fundraising Best Practices

Holly Parrish, Molly McColgan, Liz Murray

Breakout 6E: Cybersecurity and Advancement: How to protect your constituents while building meaningful relationships

Andrew Hutchinson, Gareth Griffin

10:30 AM – 5:30 PM   

Exhibit Hall Open

10:30 AM – 11:00 AM

Networking Break | Barista Cart 

11:00 AM - 1:15 PM

Lunch

11:15 AM - 1:15 PM

Windfall Innovation Lab

1:15 PM - 1:45 PM

Networking Break

1:45 PM – 2:45 PM

Breakout Session F

Breakout 1F: Ethical Dilemmas in Advancement | Organizational Development

John Taylor, Shomari White, Vicky Medlock, Wayne Combs, Gail Farris

Breakout 2F: Help Us Help YOU! An Advancement Services Self-Care Quick Guide | Technology and Innovation in Advancement

Chelsey Morrison

Breakout 3F: Leadership in the Age of Technology: Coaching Your Team Through Perpetual Change | Leadership and Professional Development

Jennifer Shimp-Bowerman, Aggie Osina

Breakout 4F: Unlocking the Power of Data: Concordia University's Transformation Journey | Data-Driven Advancement Strategies

Raji Zreik, Dominic Law

Breakout 5F: Leveraging Business Process Analysis to Frame a Technology Roadmap | Strategic Planning and Fundraising Best Practices

Alexia Chamberlynn, Maggie Farrell, Sarah Barr

Breakout 6F: Planning with Purpose: The Roadmap to Smarter Decisions & Resource Allocation

Liz Murray

2:45 PM – 3:15 PM

3:15 PM – 4:15 PM   

Breakout Session G

Breakout 1G: Building Your Privacy-Forward Audience Pipeline | Organizational Development

Elyse Wallnutt, Mark Koenig

Breakout 2G: Optimizing Operations: Streamlining User Onboarding, Training, and Documentation through Automation | Technology and Innovation in Advancemen

S. Jefferson Davis IV, Heather Kutzman

Breakout 3G: Beat the Burnout: A Case Study in Overcoming Workload Challenges | Leadership and Professional Development

Doug Huffman, Annie Baccary, Abby Palsic

Breakout 4G: Unlocking Fundraising Success: Powering Discovery and Referrals with Goal Motivation | Data-Driven Advancement Strategies

Kim Sargent, Joshua Goodridge

Breakout 5G: Data Governance: Real Life Examples and Remedies from the Crypt | Strategic Planning and Fundraising Best Practices

Terry Callaghan

Breakout 6G: Innovation, Reliability, and Community: How Affinaquest is Driving the Advancement Technology Evolution

Melissa Kwilosz

4:15 PM – 4:30 PM

Break

4:30 PM – 5:30 PM   

Breakout Session H

Breakout 1H: Management for Volunteer Groups and Committees | Organizational Development

Leslie Coonfield, Derek Clark

Breakout 2H: On the Other Side of Go Live | Technology and Innovation in Advancement

Mark Walcott, Heather Greig

Breakout 3H: Culture Management: How to Keep Morale High and Turnover Low | Leadership and Professional Development

Jessica LaBorde, Becky Frantz, Danielle Burgess

Breakout 4H: Setting the Standard: A Case Study in Building a Funds Management Program Driven by Data | Data-Driven Advancement Strategies

Aaron Rouse, Hannah Althouse

Breakout 5H: Is Your Team Functioning Effectively? | Strategic Planning and Fundraising Best Practices

Kelly Travis, Sauntel Richardson

Breakout 6H: What Does "Good" Look Like? Learning To Set Data Driven Benchmarks For Your Fundraising Program

Catherine Ross 

6:00 PM – 8:00 PM

Social Events

6:00 PM – 10:30 PM

Frenchmen Street Live Music Pub Crawl

Pre-Registration Required
Meet at 6:15 PM

Time

Event

8:00 AM – 12:00 PM

Registration Desk Open

8:00 AM – 9:00 AM

Continental Breakfast 

8:00 AM – 10:30 AM

Exhibit Hall Open

9:00 AM – 10:00 AM

Breakout Session I

Breakout 1I: Best Practices for Implementing a Compliance Program and Committee | Organizational Development

Chelsea Lamego, Hillary Dudley

[CANCELED] Breakout 2I: Implementing DEI in Your Fundraising Database: A Case Study Using Constituent Names | Technology and Innovation in Advancement

Bill Connors

Breakout 3I: Strategic Plan and KPI Development | Leadership and Professional Development

Shomari White, Mark Walcott

Breakout 4I: From Scratch: Cooking Up a New Business Process and the Dashboards That Accompany It | Data-Driven Advancement Strategies

Karen Hardy

Breakout 5I: Babson College's Journey to Advancement | Strategic Planning and Fundraising Best Practices

Jordan Sites, Nancy Doherty

Breakout 6I: Managing a Modernized CRM: Innovative Business Processes, Formulas, Automation, Analytics, AI, and Time-Saving Tips to Increase Your ROI and Save Hours Every Day from a Team Managing Implementations for a More Than 25 Years

Jason Long, Trevor Underwood, Sabre Leek

10:00 AM – 10:45 AM

Networking Break and Passport to Prizes Drawing

10:45 AM – 11:45 AM

Breakout Session J

Breakout 1J: How to Market Yourself as an Advancement Services Pro | Organizational Development

Amy Phillips

Breakout 2J: AI-Powered Donor Intent Protection | Technology and Innovation in Advancement

Alejandro Stevenson-Duran, Joshua LaBorde

Breakout 3J: The Importance of Being Diligent: Intelligence-Based Solutions for Fundraising Ethically in an Ambiguous World | Leadership and Professional Development

Sarah Marcotte, Katherine Scott

Breakout 4J: Change Couldn't Wait and Neither Could Reporting: A case study in building a successful campaign reporting suite | Data-Driven Advancement Strategies

Samantha Howell

Breakout 5J: What Your Gift Officers Want, Need and Request - Specific Strategies for Supporting Your Fundraising Team | Strategic Planning and Fundraising Best Practices

Sabre Leek, Necie Liggeons

Breakout 6J: Reducing System Complexity to Focus on Mission-Driven Outcomes

Lori Stirling, Chris Browning, Emily Myers, and Shawn Kelly